Table of Contents |
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Guides
Title | Description | ||
Guide specifically for staff with an Auditor role in OR PTC DCI. | |||
Guide for staff about Funding Accounts, Service Accounts, and Authorization Management. | |||
Guide for staff about using fobs, including instructions for linking and unlinking fobs. | |||
Guide for staff on how to use the OR PTC DCI Web Portal Overview. | |||
Walk through of creating Guide for staff about how payroll batches are pulled and time entry after a payroll batch using the Punch Entries Reportis emailed to the local office. | |||
Guide for staff on updating User Profiles in OR PTC DCI. | |||
Guide for staff | How to guide on finding and downloading reports. | ||
Guide on pending time entries management, adjustments, over/underpayments, and historical entriesfor staff on determining available balance for a provider, correcting an entry mistake, entry edits, under and over payments, and historical entries. | |||
Guide for staff containing troubleshooting steps for a wide variety of issues staff may come across related to looking at entries in OR PTC DCI or issues the provider reported. | |||
Guide for staff with all the resources and guidance staff need related to unlinking and relinking procedures. | |||
How Guide for all OR PTC DCI users to update the their password, PIN, security questions, email, phone number and username in OR PTC DCI. | How-to Guide on updating User Profiles in |
Staff Training
Title | Description |
Informational Guide about Funding Accounts, Service Accounts, and Authorization Management.
Informational Guide specifically for users with an Auditor role in OR PTC DCI.
Contains troubleshooting steps for a wide variety of issues staff may come across related to entering time in Mainframe or looking at entries in OR PTC DCI, as well as issues the provider reported.
Staff Training
Step-by-step computer based training for when a change in authorization is needed and prorating. | |
Step-by-step computer based training on payroll roles and batches, and common questions. | |
Title | Description |
Step-by-step training video for Staff on how to use OR PTC DCI. |
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Provider and Consumer Materials
Title | Description | ||
Provider Consumer/Consumer Employer Representative Learning Materials CatalogGuide | Catalog containing all of the Provider Consumer/Consumer Employer Representative learning materials and resources. | ||
OR PTC DCI English Provider Orientation OR PTC DCI Russian Provider Orientation | This is a video recording of the Provider Orientation Session where each method of time entry is explained in depth with step-by-step instructions on how to use each Method. | Consumer/Consumer Employer Representative Learning Materials Catalog | Catalog containing all of the Consumer/Consumer Employer Representative learning materials and resources. |
Provider and Consumer Resource Guide | A listList of resources available to support Providers and Consumers. | ||
Provider Learning Materials Catalog | Catalog containing all the Provider learning materials and resources. |
Quick Reference Guides (QRGs)
Title | Description | ||
Submitting Adding a Request to PTC Support | Step-by-step process to submit a request to the PTC Support team. | ||
Chart showing the conversion of minutes to decimal hours. | |||
Demonstrates how to add notes to a Provider’s Profile in OR PTC DCI. | |||
Demonstrates how to use the authorizations widget to view authorizations and hours assigned in OR PTC DCI for a consumer and their providers. | |||
List of Business Rules in OR PTC DCI with descriptions. | |||
Guides staff in the management of cases with multiple providers and varying hours as they relate to Mainframe and OR PTC DCI. | |||
This guide provides instructions for staff on what actions to take in OR PTC DCI after a consumer passes away to ensure their account is properly closed | Step-by-step instructions on how to update an authorization in OR PTC DCI. | ||
Walkthrough for State Staff to correct a punch entry that is in “Approved” status. | |||
Walkthrough for State Staff to correct a punch entry that is in “Processed” status. | |||
Demonstrates the steps required when a provider requests payment more than 365 days after providing services | This guide provides instructions for staff on what actions to take in OR PTC DCI after a consumer passes away to ensure their account is properly closed. | ||
This Quick Reference Guide covers List of the different time entry statuses that a time entry can have in OR PTC DCI, and what actions a staff member or provider can take for each status. | |||
This guide shows resetting a consumer, provider, or CER’s profile in OR PTC DCI. | |||
List of PTC Error Errors in Mainframe and what they mean. | |||
List of Business Rules enabled in OR PTC DCI. | |||
with descriptions. | |||
How to Download and Format Batch ReportsAdding a Note to a Provider’s Profile | Step-by-step guide instructions on how to add notes to a Provider’s Profile in OR PTC DCIdownload and format batch reports using Excel. | ||
Demonstrates where to find a Provider’s UniID in DHR. | |||
Step-by-step guide Demonstrates on how to import Excel Sheets into Google Drive. | |||
How Linking a Fob to Find a UniID Number | Step-by-step guide showing where to find a Provider’s UniID in DHR. | Outline the steps required to successfully link a Consumer to a fob in the Local Office. These steps assume the local office has a fob stored locally. | |
Demonstrates how to create a real-time entry via the OR PTC DCI Landline option, including the number to call | Step-by-step instructions on how to download and format batch reports using Excel. | ||
How Demonstrates how to use the offline feature in the mobile app. | |||
Demonstrates what actions to take when an over or underpayment request is needed. | |||
Profile Requests for OR PTC DCI Landline Tip Sheet | How to create a real-time punch as well as the available OR PTC DCI Landline numbers to call. | Demonstrates how to use the Staff Profile Maintenance form to make changes to the OR PTC DCI profiles of staff members. | |
Demonstrates how to troubleshoot an OR PTC DCI provider login problem such as new profile creation, forgotten password, or locked profile. | |||
Demonstrates how to create and download the Punch Entry Details report to find information on entries, hours worked, and miles claimed by a provider. | |||
List of available support resources for Staff. | |||
Demonstrates how to submit a request to the PTC Support team. | |||
Chart showing the conversion of minutes to decimal hours | Outline the steps required to successfully link a Consumer to a fob in the Local Office. These steps assume the local office has a fob stored locally. | ||
Outline the steps required to successfully unlink a Consumer to a fob in the Local Office. | |||
Staff Resource Guide | A list including all available support resources for Staff. | ||
Step-by-step instructions on how to update an authorization in OR PTC DCI | Profile Requests for OR PTC DCI | Explains how to use the Staff Profile Maintenance form to make changes to the OR PTC DCI profiles of staff members . |
Online Learning
CBT Title | Description | Recovering a Forgotten PasswordHands on step-by-step how to change a password when it has been forgotten. | |
Hands on walkthrough of changing Demonstrates how to change a user’s personal settings. | |||
Demonstrates how to change a password when it has been forgotten. |
Business Processes
Business Process | Description | ||
1.1.2 Provider Switches During Pay Period - Permanently
| There is a need for a permanent switch in provider(s) during a pay period. | ||
1.1.3 Provider Switches During Pay Period - Temporarily
| There is a need for a one-time switch in provider(s) during a pay period. | ||
1.1.4 Change in Authorizations
| A change/update in an authorization is needed. | ||
1.1.5 Relinking a Provider and Consumer | Provider begins working for a Consumer they previously had stopped working for. | ||
A new provider needs a profile | |||
A provider status needs to be changed. | |||
1.2.3 Update Provider Information | Provider information must be updated. | ||
2.4 Provider Number Reinstated | Provider number is reinstated after being terminated. | A new consumer needs a profile in OR PTC DCI. | |
Consumer information must be updated in OR PTC DCI. | |||
A long-term care consumer moves to a new branch or program. | |||
1.3.4. Return or Request a Fob in the Local Office | A fob is returned to the local office. | ||
CER needs to be added. | |||
CER information must be updated. | |||
CER profile needs to be created. | |||
Staff member needs an OR PTC DCI profile to be created, modified, or closed. | |||
OR PTC DCI profile must be unlocked. | |||
OR PTC DCI support receives notification of branch change from BOTS legacy BAs. | |||
This process includes confirming the option they have chosen, confirming the landline, set up with the fob, set up telephony historical time entry (Consumer needs PIN), set up phone EVV, etc. | |||
| Case manager identified an exception need to increase a provider's weekly cap. | 2.12.0 Provider Goes Over Authorized Hours
| Pended Entries Management where an entry pends due to the going over the authorized hours. |
| A mistake has occurred or a consumer/CER disputes an entry. | ||
2.3.0 Entries Claimed After 365 Days | Provider has time to turn in past 365 days. | ||
A provider is terminated, an authorization ends, or their credentials expire. | |||
A consumer passed away. | 4.1.1 Pending Entries Management
| The process for working the pend queue on a daily basis. The purpose is to either approve or reject time entries that have failed a business rule and resolving the issues that caused them to pend. | |
| This is the process for entering time from OR PTC DCI into Mainframe. | ||
How to process under and over payments. | |||
The process for handling cases that have multiple Providers who have varying hours every pay period. |
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New User Forms
Form | Description |
Form to request the addition of a new State User, modify the access of a current State User, or deactivate a State User. | |
Form to request the addition of a new Consumer/Provider combination or to deactivate a Consumer/Provider. | |
Consumer Employer Representative Profile Maintenance FormForm | Form to request the addition or deactivation of a Consumer Employer Representative. |
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